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Jdl Advisers CRD 122307
$2.28B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-07 |
| GA | RA | APPROVED | 2026-08-07 |
| PA | RA | APPROVED | 2026-08-07 |
| MI | RA | APPROVED | 2025-03-07 |
| SC | RA | APPROVED | 2025-03-07 |
| HI | RA | APPROVED | 2023-08-16 |
| MO | RA | APPROVED | 2023-08-10 |
| NC | RA | APPROVED | 2022-06-28 |
| AZ | RA | APPROVED | 2021-06-04 |
| KS | RA | APPROVED | 2021-05-27 |
| VA | RA | APPROVED | 2021-05-26 |
| ID | RA | APPROVED | 2021-05-25 |
| OR | RA | APPROVED | 2021-05-25 |
| UT | RA | APPROVED | 2021-05-25 |
| WA | RA | APPROVED | 2021-05-25 |
| NV | RA | APPROVED | 2020-05-27 |
| TX | RA | APPROVED_RES | 2020-05-12 |
| CA | RA | APPROVED | 2011-06-20 |
Branch Locations
3991 Macarthur Blvd 4Th Floor, Newport Beach, CA 92660-3032 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jdl Securities Corporation | Newport Beach | CA | 06/2011 | Present |
| J. Derek Lewis & Associates, Inc. | Newport Beach | CA | 06/2011 | Present |
ACCIDENT/HEALTH, LIFE AND FIXED ANNUITY CONTRACTS INSURANCE AGENT AFFILIATED WITH J.DEREK LEWIS & ASSOCIATES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-06 |
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